Wednesday, January 16, 2019

SMEs Must Manage Cyber Risks, Insurance Council Warns

This week is Cyber Smart Week and the Insurance Council of NZ is appealing to small and medium sized business owners to take a look at their cyber security. Insurance Council Chief Executive, Tim Grafton,...

Potential Reserve Bank Disclosure Dashboard for Insurance 

The Reserve Bank has indicated that in 2019 it will explore the possibility of creating a disclosure dashboard for the insurance sector, following the popularity of its Financial Strength Dashboard. Launched in May, the dashboard...

Poll

Financial, Insurance Advice and Schools

Our latest poll is asking whether you think your advice business should be linking with local schools to address financial literacy and underinsurance. Our most recent poll has already established that most advisers (76%) agree...

It’s About the Experience, Not the Product – Don Connelly

Veteran speaker, motivator and mentor to financial advisers, Don Connelly, has found that advisers who do extraordinarily well are not better, smarter or work harder than others but make themselves stand out from the...

Partners Life Appointment

Partners Life has appointed Rebecca Sellers to the role of Chief Legal, Risk and Conduct Officer. Sellers is a lawyer with a financial services regulation and law reform background as well as psychology. She has held...

Financial Education Platform Encourages Advisers to Reach Out to Schools

Online financial education platform, Banqer, has called for advisers to get involved in schools around New Zealand. Banqer was a general sponsor of the recent Financial Advice NZ National Advisers Conference where co-founder and CEO,...

Adviser Study Claims Industry-First Benchmark for ‘Know Your Client’ Behaviours 

The international financial advice community has benchmarked for the first time the extent to which financial advisers know and understand their clients, a new study has found. Financial advisers and financial planners engaging in leading...

Code Draft Progress Update 

Code Working Group Chair, Angus Dale-Jones, has confirmed that the Code draft is on track to be published for consultation within a few weeks time, although there is no exact date yet. Speaking at a...

Financial Advice NZ Conference Wrap

Almost 600 delegates attended the inaugural Financial Advice New Zealand National Advisers Conference in Rotorua last week. The Conference delivered a raft of messages and updates to the mainly adviser audience, including: Reflections on exactly...

Financial Advice NZ New Board Appointments

Financial Advice New Zealand has announced three newly appointed Practitioner Board Members. John Bolton, Cecilia Farrow, and Stephen O’Connor have been elected by members to fill the positions. The announcement was made at the Financial Advice...